Filed May 11, 2026 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,989 | $109,359-74.4% | $162,163-82.7% | $72,985-61.7% |
| Participation rate | 95.6% | 84.3%+11.3pp | 87.6%+8.0pp | 69.5%+26.1pp |
| Annual return | 18.90% | 25.46%-6.6pp | 115.59%-96.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,304 | $3,907-66.6% | $5,614-76.8% | $2,440-46.5% |
| Participant deferral / active EE | $2,914 | $5,481-46.8% | $7,298-60.1% | $3,607-19.2% |
| Admin fee / account holder | $6,954 | $7,972-12.8% | $10,843-35.9% | $5,124+35.7% |